Riva Goujon
speaker
48 appearances
1 recordings
1 series
first heard Apr 2026
last heard 8 Apr
Riva Goujon’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
I'm Christina Ruffini.
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Eastern.
Well, because we're not going to all out war is the short answer.
And so I think everyone is taking this bit of good news that there's a two week ceasefire and running with it.
But the reality is that the Pandora's box in the Persian Gulf has been opened.
And by that I mean, even if we have an extended ceasefire and cessation of hostilities that lasts longer term here,
We have now seen Iran demonstrate capability and political will to strike critical infrastructure across this region to include very high value targets like data centers, multi-billion data centers, including explicit threats.
against OpenAI's Stargate project in UAE, not to mention the number of AWS sites that have been struck already in Bahrain and UAE.
So that's just a completely different investor climate overall for this region.
But coming to supply chains, though, as you said, when we talk about helium supply, bromine, just energy supply overall,
Iran also has an interest in allowing transit through the strait, but that's where we come back to political conditions that will be attached to the ceasefire.
Well, there are multiple drivers in play here, not just geopolitical risk, obviously, but also the evolution of U.S.
trade strategy, which is still in play.
As we know, there's a pending Section 232 still on semiconductors that could contain component tariffs that implicate the devices that contain those semiconductors, not to mention, looking beyond tariffs, content requirements.
So far, for example, we have
regional value content requirements for automotive parts.
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